Ad is loading...
AQGNX vs FWGIX
AQGNX vs FWGIX Comparison
Open Charts AQGNX vs FWGIX
AQR Global Equity N
Price$9.80
Change-$0.41 (-4.02%)
VolumeN/A
Net Assets389.67M
American Funds Capital World Gr&Inc F3
Price$59.71
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
AQGNX vs FWGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQGNX vs. FWGIX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGNX is a Buy and FWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. AQGNX (390M). FWGIX pays higher dividends than AQGNX: FWGIX (1.98) vs AQGNX (1.77). AQGNX was incepted earlier than FWGIX: AQGNX (15 years) vs FWGIX (8 years). AQGNX (1.09) is less costly to investors than FWGIX (0.41). AQGNX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). AQGNX has a lower initial minimum investment than FWGIX: AQGNX (2500) vs FWGIX (1000000). AQGNX annual gain was more profitable for investors over the last year : -1.30 vs. FWGIX (-3.71). AQGNX return over 5 years is better than : 57.01 vs. FWGIX (48.56).
| AQGNX | FWGIX | AQGNX / FWGIX | |
| Total Expense Ratio | 1.07 | 0.41 | 261% |
| Annual Report Gross Expense Ratio | 1.09 | 0.41 | 266% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -1.353 | -4.053 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 117B | 0% |
| Annual Yield % from dividends | 1.77 | 1.98 | 90% |
| Returns for 1 year | -1.30 | -3.71 | 35% |
| Returns for 3 years | 16.17 | 10.79 | 150% |
| Returns for 5 years | 57.01 | 48.56 | 117% |
| Returns for 10 years | 37.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers